Examinando por Materia "Mercado europeo"

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    Análisis del desempeño financiero de los fondos de inversión con enfoque de sostenibilidad
    (Universidad EAFIT, 2025) Barón Rosero, Juan Camilo; Téllez Falla, Diego Fernando
    This research analyzes the relationship between the sustainability approach of European investment funds and their financial performance, considering how the SFDR classification influences investment decisions and sectoral distribution on funds. For this purpose, a sample of 21 European funds was collected, distributed equally across SFDR classifications during the 2019–2023 period, analyzing performance, volatility, and sectoral allocation. Statistical methods were applied to evaluate the relationship between sustainability and profitability. It was determined that flexibility in the integration of ESG factors in investment strategies and sectoral distribution can optimize financial performance, demonstrating greater resilience in times of crisis. The results provide relevant information on the effectiveness of SFDR regulation, being key information for investors, regulators, and other financial market participants, promoting more informed investment decisions aligned with sustainability principles.